# Fidelis Investors, LLC

> Fidelis Investors, LLC is an SEC-registered investment advisory firm in Cranford, NJ, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 306920
- Filed as: FIDELIS INVESTORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cranford, NJ
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306920
- AdvisorCensus page: https://advisorcensus.com/firm/fidelis-investors-llc-cranford-nj-306920

## Quick answers

**How is Fidelis Investors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fidelis Investors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fidelis Investors, LLC located?**
Fidelis Investors, LLC's principal office is in Cranford, NJ, according to its Form ADV.

**Is Fidelis Investors, LLC registered with the SEC or a state?**
Fidelis Investors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306920.

**How much does Fidelis Investors, LLC manage?**
Fidelis Investors, LLC reports $1,376,308,448 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary).

**How have Fidelis Investors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Fidelis Investors, LLC: Regulatory assets under management: $515,061,085 in the October 2021 data and $1,376,308,448 in the October 2026 data, up 167%. Total employees: 9 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fidelis Investors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6); insurance companies (1).

**Which custodians does Fidelis Investors, LLC use?**
Fidelis Investors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Computershare Corporate Trust as a custodian holding 10% or more of its separately managed account assets.

**Does Fidelis Investors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306920

**What changed in Fidelis Investors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,010,535,269 to $1,376,308,448 (+36%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Computershare Corporate Trust

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,376,308,448
- Discretionary: $1,376,308,448
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $1,020,397,423 |
| Insurance companies | 1 | $355,911,025 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 17 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fidelis-investors.com
- LinkedIn @fidelis-investors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $515,061,085 | 9 | April 20, 2021 |
| October 2022 | $816,630,401 | 9 | August 4, 2022 |
| October 2023 | $700,455,011 | 11 | May 15, 2023 |
| October 2024 | $878,928,676 | 13 | March 29, 2024 |
| October 2025 | $1,010,535,269 | 15 | March 28, 2025 |
| October 2026 | $1,376,308,448 | 17 | June 18, 2026 |

Regulatory assets under management: $515,061,085 in the October 2021 data and $1,376,308,448 in the October 2026 data, up 167%.
Total employees: 9 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,010,535,269 to $1,376,308,448 (+36%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fidelis Investors, LLC (CRD 306920): Form ADV filing data as of October 2026.